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Commercial Insurance Account Executive

2 months ago

Worcester, Massachusetts, United States Insurance Marketing Agencies Full time
Job Title: Commercial Insurance Account Executive

We are seeking a highly motivated and customer service-minded Account Executive to join our Middle Market Commercial Unit. As a key member of our team, you will be responsible for retention and service of an assigned book of Commercial Lines accounts.

Key Responsibilities:

  • Manage the day-to-day needs of an assigned book of commercial accounts, including policy changes, invoicing, and coverage review.
  • Maintain appropriate coverage for commercial lines clients; identify gaps and offer solutions.
  • Provide prompt, accurate feedback to client inquiries.
  • Understand clients' operations and provide coverage advice and solutions for changing needs.
  • Facilitate the renewal process by gathering information, securing renewals, negotiating with underwriters and providing terms to the clients in advance of the effective date.
  • Remarketing as needed, including online rating and/or completing and submitting applications.
  • Build strong, positive working relationships with clients, carriers, and members of the IMA team.
  • Contribute to the Agency's growth through account rounding, cross-selling, and upselling within the existing book of business.
  • Follow established workflows and maintain accurate records.

Requirements:

  • Minimum 3 years of commercial insurance experience.
  • Property & Casualty license required.
  • Possession of, or in pursuit of, professional insurance designations a plus.
  • Demonstrated knowledge of commercial underwriting and coverage.
  • Knowledge of carrier rating systems.
  • Excellent communication skills, both written and oral.
  • Well organized, detail-oriented, and a team player.
  • Must be able to work independently and prioritize workflow to ensure completion of all tasks.
  • Excellent analytical, problem-solving solving and conflict-resolution skills.
  • Ability to work in and contribute to the culture of teamwork and cooperation.
  • Creativity is valued as a key attribute.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook).
  • Experience in working with AMS360 a plus.

About Us:

Insurance Marketing Agencies (IMA) is one of New England's largest independent insurance agencies. Family-owned and operated since 1924, we are headquartered in Worcester, MA, with a team of over 50 insurance professionals dedicated to providing exceptional service to our clients. Our client-focused approach sets us apart, and our ability to create and deliver client-dedicated programs with a personal touch and ease of doing business makes us a trusted partner in the industry.

We are committed to providing our clients with a national presence and a local personal touch. Our vision is to provide superior service and forge relationships that will last for many years to come.